-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を30ドル引き下げ、358ドルとします。これにより、SHW株の株価は、2026年EPS予想11.70ドル（本日0.28ドル引き下げ）の31倍、2027年EPS予想13.30ドル（本日0.30ドル引き下げ）の27倍となります。これは、過去3年間の平均予想PER28倍、同業他社平均17倍と比較して高い水準です。SHWは、第1四半期の調整後EPSが2.35ドルとなり、前年同期の2.25ドルを上回りました。これは、当社の予想2.17ドル、市場コンセンサス予想2.27ドルを上回っています。純売上高は前年比6.8%増の56億7000万ドルとなり、Suvinil買収、有利な為替変動、および緩やかな販売量増加に牽引され、当社の4.0%成長予測を上回りました。同社は堅実な事業運営を示し、ペイントストアの既存店売上高は前年の1.2%から2.4%に改善し、コンシューマーブランドは19.2%の成長を記録しましたが、北米のDIY需要は依然として低調でした。当社は2026年の売上高成長率を4.7%、2027年を3.8%と見ています。経営陣は2026年度の売上高成長率を1桁台前半から中盤と見込んでおり、調整後EPSは11.50ドルから11.90ドルと予測され、中間値では約2.4%の成長となります。
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